401(k) · DOL Form 5500 · 2023

Roux Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
347
Participants Below avg headcount
91st
Percentile by assets National rank
$267,582
Avg per participant High balance/head
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Official DOL plan name: Roux Associates, Inc. Profit Sharing/401(k) Plan · Sponsored by Roux Associates, Inc. · New York · Professional & Technical Services

$93M in assets, 347 participants

Roux Associates, Inc.'s Roux Associates, Inc. Profit Sharing/401(k) Plan reported $93M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,689 in Professional & Technical Services (20,321 peers)

Coverage in New York

Roux Associates, Inc. Profit Sharing/401(k) Plan covers 347 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $93M.

#18,689
in Professional & Technical Services (20,321 peers)
+30.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Roux Associates, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Roux Associates, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$92,851,088 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Roux Associates, Inc. Profit Sharing/401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roux Associates, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roux Associates, Inc. Profit Sharing/401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Roux Associates, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $71M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Roux Associates, Inc. Profit Sharing/401(k) Plan reported participants rose from 313 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112579482 · Roux Associates, Inc. PY 2023 · 401(k)

Roux Associates, Inc. Profit Sharing/401(k) Plan · $93M · 347 · 91st

  • TYPE $93M
  • NET 347
  • BOOK 91st
  • VS-ST 401(k)
  • BOY near U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan
  • SCH ind #18689

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →

Roux Associates, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

The Communicare Employee's 401(k) PlanThe Communicare Employee's 4…$93MRoux Associates, Inc. Profit Sharing/401(k) PlanRoux Associates, Inc. Profit…$93MU.S. Physical Therapy, Inc. 401(k) Salary Savings PlanU.S. Physical Therapy, Inc. …$93MBaird Holm LLP Profit Sharing PlanBaird Holm LLP Profit Sharin…$93MMakita Shared Savings Plan$93M
End-of-year total assets ($M) among Roux Associates, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$93M
Net Income$22M
Employer EIN112579482
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roux Associates, Inc.)

Sponsor-wide plan assets over time

All Roux Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$110M 54.38085471542004% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $71M $110M ▲ +54.4%
Year Plans Participants Total Assets
2022 1 313 $71M
2023 1 347 $93M
2024 1 425 $110M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roux Associates, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roux Associates, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.092851088 · Participants: 347Roux Associates, Inc. Profit Sharing/401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Roux Associates, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roux Associates, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Roux Associates, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX ($93M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roux Associates, Inc. Profit Sharing/401(k) Plan assets move in 2023? ▼
Roux Associates, Inc. Profit Sharing/401(k) Plan surged - up 30.8% during 2023, from $71M to $93M. Reported net income was $22M.
How have Roux Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roux Associates, Inc.'s sponsor-wide assets grew 54.4%, from $71M to $110M.
Where does Roux Associates, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Roux Associates, Inc. Profit Sharing/401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Roux Associates, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Physical Therapy, Inc. 401(k) Salary Savings Plan in TX ($93M, 2,688 participants).
Which 401(k) plans cover a similar participant headcount to Roux Associates, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112579482.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.